Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more
General
Location
Steubenville, OH, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$404,000.00
# of Accounts
844
Avg Client Age
62
Overview

Our firm provides financial life planning for our clients. We work with them through all phases of their lives to aid with their ever changing financial goals. To provide these services we utilize several technology tools to aid in our processes for the clients. My goal, especially with the DOL rule, is to look at purchasing like-minded practices whose client base can benefit from the programs and platforms we offer. This could be from retiring advisor's or those that want to exit the business in lieu of the new regulatory landscape. We have a support team both internally and externally to help in all facets of client and advisor support.

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